@Shyon:I remain bullish on $NVIDIA(NVDA)$ Nvidia’s long-term prospects, even without Jensen Huang. His leadership has been crucial, but Nvidia’s real competitive advantages lie in its CUDA ecosystem, technological edge and strong relationships with major cloud providers. These strengths will not disappear overnight. However, further valuation pressure is possible if a leadership change is confirmed. Even strong earnings on November 17 may not immediately restore investor confidence. I would prefer to wait for more clarity before making aggressive moves. Personally, I would consider accumulating NVDA gradually if the price falls further rather than trying to catch the bottom. AI infrastructure demand remains a strong long-term growth driver, but I will

@Shyon:I think CoreWeave’s $CoreWeave, Inc.(CRWV)$ Q3 results confirm strong AI infrastructure demand. Its 168% revenue growth and $132.5 billion backlog are impressive, but I am more concerned about its huge debt, rising interest expenses and heavy capex. Strong demand does not always translate into sustainable profits. I remain bullish on the long-term AI theme, but I see $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ as relatively established plays compared with CRWV, which carries higher financi

@Shyon:Personally, I would lean towards $Applied Materials(AMAT)$ because of its established business model, consistent earnings and healthier profitability. With growing concerns over AI capital expenditure and monetisation, I believe companies that can translate AI demand into sustainable earnings and cash flow will attract stronger investor confidence. I still see long-term potential in CRWV and NBIS, as AI computing demand remains strong. However, their massive capital expenditure, financing costs and cash flow requirements make me cautious. Rapid revenue growth alone is not enough without a clear path to profitability. My strategy is to wait for earnings and management guidance before making further moves. I would rather miss the initial rally th